GWM
USGO icon

Geneos Wealth Management’s US GoldMining USGO Stock Holding History

Geneos Wealth Management’s Portfolio USGO Stock Details USGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-70
Closed -$686 – 3235
2025
Q1 		$686 Buy
+70
New +$688 ﹤0.01% 3063

Other funds holding USGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's USGO Position: Q2 2025 in Review

Geneos Wealth Management sold out of US GoldMining (USGO) in Q2 2025, closing a stake of 70 shares — an estimated $686 sold.

Geneos Wealth Management first reported a position in USGO in Q1 2025 and held it in 1 quarter. The position peaked at $686 in Q1 2025. 29 funds tracked by Wall St. Rank hold USGO as of Q2 2025.

  • Geneos Wealth Management reported no remaining US GoldMining position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 70 US GoldMining shares in Q2 2025, an estimated $686.
  • Geneos Wealth Management first reported a position in US GoldMining in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's US GoldMining position peaked at $686 in Q1 2025.
  • 29 funds tracked by Wall St. Rank held US GoldMining as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.